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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,548 | $174,379-88.2% | $152,093-86.5% | $138,895-85.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.42% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $4,019 | $4,652-13.6% | $4,175-3.7% | $4,194-4.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $170 | $16,880-99.0% | $14,497-98.8% | $12,562-98.6% |